Vanguard Personalized Indexing Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.21M | Buy |
43,461
+5,493
| +14% | +$256K | 0.02% | 565 |
|
|
2025
Q4 | $1.12M | Sell |
37,968
-10,980
| -22% | -$298K | 0.01% | 857 |
|
|
2025
Q3 | $1.26M | Sell |
48,948
-4,155
| -8% | -$116K | 0.01% | 788 |
|
|
2025
Q2 | $1.47M | Buy |
53,103
+11,609
| +28% | +$306K | 0.02% | 689 |
|
|
2025
Q1 | $1.18M | Buy |
41,494
+10,547
| +34% | +$374K | 0.02% | 704 |
|
|
2024
Q4 | $1.29M | Buy |
30,947
+7,398
| +31% | +$354K | 0.02% | 660 |
|
|
2024
Q3 | $1.57M | Sell |
23,549
-6,955
| -23% | -$639K | 0.03% | 558 |
|
|
2024
Q2 | $3.62M | Buy |
30,504
+6,339
| +26% | +$802K | 0.07% | 248 |
|
|
2024
Q1 | $2.58M | Buy |
24,165
+8,023
| +50% | +$809K | 0.06% | 319 |
|
|
2023
Q4 | $1.61M | Buy |
16,142
+1,820
| +13% | +$153K | 0.04% | 428 |
|
|
2023
Q3 | $1.48M | Sell |
14,322
-1,575
| -10% | -$176K | 0.04% | 398 |
|
|
2023
Q2 | $1.93M | Sell |
15,897
-780
| -5% | -$104K | 0.06% | 323 |
|
|
2023
Q1 | $2.56M | Sell |
16,677
-1,424
| -8% | -$235K | 0.09% | 226 |
|
|
2022
Q4 | $3.25M | Buy |
18,101
+1,683
| +10% | +$275K | 0.13% | 146 |
|
|
2022
Q3 | $1.94M | Sell |
16,418
-1,028
| -6% | -$156K | 0.09% | 236 |
|
|
2022
Q2 | $2.49M | Buy |
17,446
+3,369
| +24% | +$482K | 0.12% | 168 |
|
|
2022
Q1 | $2.42M | Buy |
14,077
+3,714
| +36% | +$625K | 0.12% | 159 |
|
|
2021
Q4 | $2.63M | Buy |
10,363
+2,037
| +24% | +$596K | 0.16% | 111 |
|
|
2021
Q3 | $3.2M | Buy |
8,326
+810
| +11% | +$299K | 0.29% | 57 |
|
|
2021
Q2 | $1.77M | Buy |
7,516
+2,846
| +61% | +$509K | 0.18% | 112 |
|
|
2021
Q1 | $612K | Buy |
4,670
+1,364
| +41% | +$198K | 0.09% | 260 |
|
|
2020
Q4 | $345K | Buy |
+3,306
| New | +$334K | 0.08% | 316 |
|
Other funds holding MRNA
VCM
VPM
